America's Job Portal
Description
:Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Bankerand demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
Play a key role in advising customers ofhigh-levelfinancial solutions from a range of available investment and credit banking solutions
By asking thoughtful financial questions,engagewith customers andcreatepositive experiences to retain and deepen relationships
Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing theirconcerns;raising matters as appropriate to team members or partners while maintaining c...